Financial Planner

Job title : Financial Planner
Location : Sydney CBD, Sydney, New South Wales
Job type : Permanent
Salary : AU$120000.00 - AU$140000 per annum
Reference : 15729

Our client, an exceptional boutique wealth management firm that is experiencing a growth phase of clients and revenue is looking for a driven and successful Financial Planner to join their team. Boasting a great working culture and lucrative bonus structure for all Advisers, the successful candidate will have the opportunity to work in a trusting environment where they can manage their work autonomously.


  • Lucrative base + bonus structure
  • Work with an existing book of engaged clients
  • Opportunities for career progression
  • Work with a leading multi-disciplinary wealth management firm

To be considered, candidates must have:

  • CFP qualifications, or close to completion
  • 6+ years' experience as a Financial Planner
  • Strong experience providing complex holistic advice to HNW clients
  • Experience in a Boutique Financial company
  • Understanding of Mortgage Broking

If successful, your responsibilities will include:

  • Service an existing book
  • Provide tailored holistic advice
  • Generate new business through referral partners and client referrals
  • Oversee advice process to ensure efficiency and compliance
  • Build and maintain ongoing client relationships

Don't miss out on this exciting opportunity! For a confidential discussion please contact Sean Ghadri at Fuse Recruitment on 0432 251 228 or Or apply to the role directly! We look forward to hearing from you.

At Fuse, we specialise in recruitment for the Wealth Management industry and actively source for a broad range of established clients. If you are a Financial Planning, Mortgage Broking professional looking for your next opportunity, I'd love to hear from you!